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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-17 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Financial | Oshkosh | WI | 02/2022 | 05/2024 |
| Aegis Financial | Oshkosh | WI | 01/2022 | 05/2024 |
| Marian University | Fond Du Lac | WI | 08/2019 | 05/2022 |
| Marian University | Fond Du Lac | WI | 08/2021 | 05/2022 |
| Safelite Autoglass | Saint Paul | MN | 05/2021 | 08/2021 |
| School | Saint Paul | MN | 07/2012 | 05/2021 |
| Saint Paul Aquatics | Saint Paul | MN | 02/2016 | 05/2021 |
| Lerner Publishing Group | Minneapolis | MN | 05/2020 | 08/2020 |
| Creative Planning, Llc | Milwuakee | WI | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-28 |
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